+57.2%
NBIX vs UPST
+3.8%
+53.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.5% | -0.2% |
| 7D | -1.0% | -1.5% | +0.5% | -1.0% |
| 30D | -5.1% | -13.2% | +8.2% | -4.5% |
| 3M | -4.9% | -13.0% | +8.1% | -4.5% |
| 6M | +21.1% | -2.9% | +24.0% | +20.7% |
| YTD | +9.4% | -38.3% | +47.7% | +10.9% |
| 1Y | +7.9% | -60.5% | +68.3% | +11.2% |
| 3Y | +42.0% | -11.7% | +53.7% | +38.2% |
| 5Y | +63.7% | -90.2% | +153.9% | +62.7% |
| All | +57.2% | +3.8% | +53.4% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UPST wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling